Generating invoices for 3rd parties

Hello everybody,

This is probably a simple question, but I’m relatively new to OpenEmr.

I would like to keep track of and be able to generate invoices for 3rd party funding.

For example, when I open up the fee sheet for a patient, I have the option to add copay for some amount, but it doesn’t let me specify who the copaying entity was, or to generate an invoice specifically for that entity.

It would also be really handy if there was a way to track all 3rd parties (along with the patients and amounts they’ve paid for)

Also, a quick question about the patient summary form. On the right hand side we have options for Clinical Reminders, Appointments, Allergies, Prescription, and a few others. Is there any way to add or remove these from the page?

Thank you in advance.

hi radu1, by 3rd party funding do you mean billing? usually means insurance companies in the usa

in the fee sheet and the fees-> payment screen copayment is meant only for the patient as the paying entity

not sure if this will work but could set up your payers under Administration->Practice->Insurance Companies, then you could use the fees->posting screen to post for tracking different companies

the fees->checkout page gives a simple invoice but you’ll have to enter “insurance” payments elsewhere like the past encounter -> billing view screen

see this code for altering the patient summary: openemr/demographics.php at 0f919970e54b4f41be4af96c66407026efe31040 · openemr/openemr · GitHub to edit

Thank you, this has helped me a lot!
I’m rather new to OpenEMR so the terminology had me a bit confused.